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Manage contact groups for campaign recipients
Overview
Send personalized emails to many contacts at once using contact groups.
Contact groups allow you to organize contacts into lists for targeted outreach. Instead of composing individual emails to each person, you can send a single email to an entire group with personalization variables that tailor the content for each recipient. This is ideal for announcements, newsletters, event invitations, and sales campaigns.
Creating a Contact Group for Outreach
Build a targeted list of recipients before sending.
Navigate to Contact Groups
Name and configure the group
Add contacts to the group
Review the member list
Selecting Recipients from a Group
Choose a contact group as the recipient list for a bulk email.
When composing a bulk email, click the To field and switch to the Contact Groups tab. Select the group you want to email. The total number of recipients with valid email addresses is displayed next to the group name. You can select multiple groups to combine their recipients, and duplicates are automatically removed.
Composing Bulk Emails
Write your email with personalization for each recipient.
The bulk email compose form works the same as the individual compose form, with the addition of a recipient count indicator and enhanced template variable support. Write your email using the rich text editor, attach files, and select your signature just as you would for a single email.
Personalization Variables
Make each email feel personal with dynamic content.
Available Variables
Insert personalization variables into your email subject or body. These are replaced with each recipient's actual data when the email is sent:
{{first_name}}— The contact's first name.{{last_name}}— The contact's last name.{{full_name}}— The contact's full name.{{email}}— The contact's email address.{{company_name}}— The name of the contact's associated company.{{title}}— The contact's job title.
If a variable cannot be resolved for a particular contact (e.g., the contact has no company associated), the variable placeholder is removed from the email, leaving a clean message. Preview your email with sample data before sending by clicking the Preview button.
Sending Limits and Best Practices
Stay within sending limits and maintain email deliverability.
Best Practices
- Respect daily limits — Your organization has a daily sending limit based on your plan. The remaining quota is shown in the compose form.
- Clean your lists — Remove invalid email addresses and unsubscribed contacts before sending. High bounce rates harm your sender reputation.
- Segment your audience — Smaller, targeted groups perform better than large, generic blasts. Tailor your message to the audience.
- Include an unsubscribe option — All bulk emails automatically include an unsubscribe link in the footer to comply with email regulations.
- Test before sending — Send a test email to yourself first to verify formatting, variables, and links are working correctly.